See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,015 | $58,208-39.8% | $81,812-57.2% | $80,856-56.7% |
| Participation rate | 40.6% | 63.4%-22.8pp | 72.3%-31.7pp | 67.6%-27.0pp |
| Annual return | 22.13% | 41.66%-19.5pp | 773.79%-751.7pp | 35.59%-13.5pp |
| Employer contribution / active EE | $745 | $2,340-68.2% | $2,912-74.4% | $2,755-73.0% |
| Participant deferral / active EE | $3,489 | $3,281+6.3% | $4,319-19.2% | $4,296-18.8% |
| Admin fee / account holder | $4,902 | $4,981-1.6% | $7,386-33.6% | $6,918-29.1% |